Microsoft Dynamics 365 Business Talks

Strategize Phase of Success by Design with the Microsoft Business Process Catalog in Mavim

How do you establish a shared process foundation in the strategize phase to avoid scope confusion and rework in your Dynamics 365 implementation?
 
Key takeaways of this session:
  • ✔
    Understand how the Strategize phase sets the foundation within the full Success by Design framework.
  • ✔
    Use the Business Process Catalog to speed up analysis, alignment, and fit-to-standard decisions.
  • ✔
    Define business goals and link them to your current operating model and processes.
duration 33 minutes
who is this webinar for Dynamics 365 & Power Platform Ecosystem (Microsoft, Partners & Customers)
Key roles: Enterprise/Solution Architects, IT Directors, PMs, Business Analysts & Transformation Leads
Summary
Without a clear view of core processes, Dynamics 365 projects often face misalignment and avoidable inefficiencies.  This webinar focuses on the strategize phase of Microsoft Success by Design. You learn how to define business vision, align stakeholders, and use the Microsoft Business Process Catalog to structure processes. The result is a faster, more controlled implementation approach, supported by standardized processes, clear ownership, and measurable improvements like reduced time and cost.
Speakers
 
Rachel ProfittPrincipal Program Manager, Microsoft
 
Lennard van Leuven Value Engineer, Mavim
 
video Chapters
02:50
Success by Design phases explained and role of strategize
07:20
Business Process Catalog: structure, scale, and data points
11:03
Why business processes matter: six concrete benefits
16:09
How to apply the catalog in the strategize phase inside Mavim & Version Control
In partnership with Microsoft-Logo-PNG-e1487111483809

 

From Fragmented Process Alignment to Structured Implementation

See how Success by Design’s five phases and the Microsoft Business Process Catalog work together in the Strategize phase to align stakeholders, define business goals, and create a shared process foundation for your Dynamics 365 implementation.

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Lack of Shared Process Alignment Early

Organizations often begin implementations using static documentation, spreadsheets, and siloed knowledge across teams. This creates confusion around scope, unclear ownership, and inconsistent process definitions. Daily work slows down due to back-and-forth discussions, misinterpretations, and rework. Without a structured process framework, teams struggle to align on what needs to be built and who is responsible.

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Implementation Complexity Continues to Increase Rapidly

Dynamics 365 projects are no longer simple system rollouts. They require alignment across ERP, CRM, and integrated Microsoft technologies. Without structured process governance, projects risk delays and cost overruns. Microsoft’s Success by Design framework, developed by the FastTrack team, sets clear expectations for structured delivery. Organizations must adopt standardized approaches to stay competitive and meet delivery timelines.


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From Static Documentation to Process-Driven Execution

The shift is toward structured, hierarchical process frameworks that connect strategy, execution, and system configuration. Instead of defining processes manually, organizations use standardized end-to-end models, process areas, and scenarios. This enables better collaboration, clearer ownership, and data-driven decision-making while supporting scalability, risk management, and continuous improvement across the full lifecycle.

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Standardized Catalog Accelerates Implementation 

The Microsoft Business Process Catalog includes 15 end-to-end processes, 92 areas, 643 processes, and 2,600+ scenarios, supported by 400+ BPMN 2.0 diagrams and 1,800 configuration deliverables. According to a case study referenced in the webinar, using these resources can make projects 20% faster and deliver $440,000 in savings compared to implementations without structured process guidance.
 

“In the Strategize phase, it's important that you start off any project by understanding the vision and business drivers of your project.”

FAQ's

What is Microsoft Success by Design?

Microsoft Success by Design is a structured implementation framework for Dynamics 365, developed by the Microsoft FastTrack team. It defines five phases - Strategize, Initiate, Implement, Prepare, and Operate - to guide organizations through a controlled, phased delivery approach. The framework focuses on aligning business goals, reducing implementation risk, and supporting long-term adoption and continuous improvement.

What is the Microsoft Business Process Catalog

The Microsoft Business Process Catalog is a standardized library of business processes for Dynamics 365 implementations, published via Microsoft Learn and related guidance. It includes end-to-end processes, process areas, detailed process flows, scenarios, and configuration guidance. The catalog is continuously updated and expanded by Microsoft and its ecosystem, so structure and coverage evolve over time.

How does the Business Process Catalog improve Dynamics 365 implementations?

The catalog provides pre-defined, standardized processes and implementation guidance that reduce manual documentation and inconsistent process definitions. By using a fit-to-standard approach, organizations can align faster on scope, reduce rework, and improve delivery quality. According to the webinar, using these structured resources can lead to faster implementations and measurable cost savings compared to projects without standardized guidance.

How do Microsoft and Mavim work together on the Business Process Catalog?

Microsoft provides the Business Process Catalog content and the Success by Design framework, while Mavim provides the platform to operationalize and manage that content in a structured way. The combination allows organizations to move from static documentation toward active process management by visualizing processes, assigning ownership, and enabling stakeholder collaboration in a single environment. Through integrations such as Azure DevOps synchronization and deep linking into Dynamics 365, teams can directly connect process definitions to implementation and configuration. This joint approach helps organizations standardize processes faster, improve alignment between business and IT, and maintain governance across the full lifecycle, from strategize through operate, while supporting continuous improvement after go-live.

What is the role of the strategize phase in Success by Design?

The strategize phase is the starting point of the Success by Design framework, where organizations define business vision, identify key drivers, and create a shared understanding of end-to-end processes. As shown in the webinar, this phase focuses on aligning stakeholders and establishing ownership of processes before moving into detailed scoping and fit-gap analysis in later phases.